Go Pro

Wealthfront (WLTH) Competitors

Wealthfront logo
$9.33 +0.32 (+3.55%)
As of 09/3/2026 04:00 PM Eastern

WLTH vs. OBDC, MAIN, OTF, FHI, and CNS

Should you buy Wealthfront stock or one of its competitors? Wealthfront's main competitors and comparable companies include Blue Owl Capital (OBDC), Main Street Capital (MAIN), Blue Owl Technology Finance (OTF), Federated Hermes (FHI), and Cohen & Steers (CNS). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does Wealthfront compare to Blue Owl Capital?

Wealthfront (NASDAQ:WLTH) and Blue Owl Capital (NYSE:OBDC) are both finance companies, but which is the better investment? We will contrast the two companies based on the strength of their valuation, media sentiment, analyst recommendations, institutional ownership, risk, dividends, earnings and profitability.

Wealthfront presently has a consensus price target of $12.42, suggesting a potential upside of 33.08%. Blue Owl Capital has a consensus price target of $13.00, suggesting a potential upside of 14.24%. Given Wealthfront's higher probable upside, equities analysts plainly believe Wealthfront is more favorable than Blue Owl Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33
Blue Owl Capital
0 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.75

In the previous week, Blue Owl Capital had 12 more articles in the media than Wealthfront. MarketBeat recorded 15 mentions for Blue Owl Capital and 3 mentions for Wealthfront. Wealthfront's average media sentiment score of 1.72 beat Blue Owl Capital's score of 0.68 indicating that Wealthfront is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Wealthfront
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Blue Owl Capital
8 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

42.8% of Blue Owl Capital shares are owned by institutional investors. 27.4% of Wealthfront shares are owned by company insiders. Comparatively, 0.1% of Blue Owl Capital shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Blue Owl Capital has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than Blue Owl Capital, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Wealthfront$364.99M3.82-$42.07M-$1.03N/A
Blue Owl Capital$1.85B3.03$800.36M$0.5620.32

Blue Owl Capital has a net margin of 16.99% compared to Wealthfront's net margin of 0.00%. Blue Owl Capital's return on equity of 9.49% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
WealthfrontN/A N/A N/A
Blue Owl Capital 16.99%9.49%4.19%

Summary

Blue Owl Capital beats Wealthfront on 11 of the 15 factors compared between the two stocks.

How does Wealthfront compare to Main Street Capital?

Wealthfront (NASDAQ:WLTH) and Main Street Capital (NYSE:MAIN) are both finance companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, analyst recommendations, valuation, institutional ownership, media sentiment, dividends, risk and profitability.

20.3% of Main Street Capital shares are held by institutional investors. 27.4% of Wealthfront shares are held by company insiders. Comparatively, 3.8% of Main Street Capital shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Wealthfront currently has a consensus target price of $12.42, suggesting a potential upside of 33.08%. Main Street Capital has a consensus target price of $60.83, suggesting a potential upside of 4.58%. Given Wealthfront's stronger consensus rating and higher probable upside, equities analysts plainly believe Wealthfront is more favorable than Main Street Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33
Main Street Capital
0 Sell rating(s)
7 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.30

Main Street Capital has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than Main Street Capital, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Wealthfront$364.99M3.82-$42.07M-$1.03N/A
Main Street Capital$566.39M9.60$493.40M$4.9611.73

Main Street Capital has a net margin of 78.49% compared to Wealthfront's net margin of 0.00%. Main Street Capital's return on equity of 11.80% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
WealthfrontN/A N/A N/A
Main Street Capital 78.49%11.80%6.32%

In the previous week, Main Street Capital had 13 more articles in the media than Wealthfront. MarketBeat recorded 16 mentions for Main Street Capital and 3 mentions for Wealthfront. Wealthfront's average media sentiment score of 1.72 beat Main Street Capital's score of 0.95 indicating that Wealthfront is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Wealthfront
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Main Street Capital
10 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Main Street Capital beats Wealthfront on 10 of the 15 factors compared between the two stocks.

How does Wealthfront compare to Blue Owl Technology Finance?

Blue Owl Technology Finance (NYSE:OTF) and Wealthfront (NASDAQ:WLTH) are both finance companies, but which is the better investment? We will compare the two companies based on the strength of their risk, institutional ownership, analyst recommendations, media sentiment, earnings, profitability, valuation and dividends.

Blue Owl Technology Finance presently has a consensus price target of $13.60, suggesting a potential upside of 18.99%. Wealthfront has a consensus price target of $12.42, suggesting a potential upside of 33.08%. Given Wealthfront's higher possible upside, analysts plainly believe Wealthfront is more favorable than Blue Owl Technology Finance.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Blue Owl Technology Finance
0 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.57
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33

In the previous week, Blue Owl Technology Finance had 2 more articles in the media than Wealthfront. MarketBeat recorded 5 mentions for Blue Owl Technology Finance and 3 mentions for Wealthfront. Wealthfront's average media sentiment score of 1.72 beat Blue Owl Technology Finance's score of 1.30 indicating that Wealthfront is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Blue Owl Technology Finance
3 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Wealthfront
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Blue Owl Technology Finance has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than Blue Owl Technology Finance, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Blue Owl Technology Finance$1.15B4.57$720.37M$0.8014.29
Wealthfront$364.99M3.82-$42.07M-$1.03N/A

Blue Owl Technology Finance has a net margin of 28.69% compared to Wealthfront's net margin of 0.00%. Blue Owl Technology Finance's return on equity of 7.17% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
Blue Owl Technology Finance28.69% 7.17% 3.86%
Wealthfront N/A N/A N/A

Summary

Blue Owl Technology Finance beats Wealthfront on 10 of the 12 factors compared between the two stocks.

How does Wealthfront compare to Federated Hermes?

Wealthfront (NASDAQ:WLTH) and Federated Hermes (NYSE:FHI) are both finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their media sentiment, dividends, profitability, valuation, institutional ownership, risk, earnings and analyst recommendations.

Federated Hermes has a net margin of 21.30% compared to Wealthfront's net margin of 0.00%. Federated Hermes' return on equity of 34.03% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
WealthfrontN/A N/A N/A
Federated Hermes 21.30%34.03%18.54%

Wealthfront presently has a consensus target price of $12.42, suggesting a potential upside of 33.08%. Federated Hermes has a consensus target price of $57.40, suggesting a potential downside of 7.58%. Given Wealthfront's higher possible upside, equities analysts clearly believe Wealthfront is more favorable than Federated Hermes.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33
Federated Hermes
1 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
2 Strong Buy rating(s)
2.50

Federated Hermes has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than Federated Hermes, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Wealthfront$364.99M3.82-$42.07M-$1.03N/A
Federated Hermes$1.80B2.58$403.30M$5.3811.54

In the previous week, Wealthfront had 1 more articles in the media than Federated Hermes. MarketBeat recorded 3 mentions for Wealthfront and 2 mentions for Federated Hermes. Wealthfront's average media sentiment score of 1.72 beat Federated Hermes' score of 0.57 indicating that Wealthfront is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Wealthfront
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Federated Hermes
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

75.9% of Federated Hermes shares are held by institutional investors. 27.4% of Wealthfront shares are held by company insiders. Comparatively, 4.2% of Federated Hermes shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Summary

Federated Hermes beats Wealthfront on 10 of the 16 factors compared between the two stocks.

How does Wealthfront compare to Cohen & Steers?

Wealthfront (NASDAQ:WLTH) and Cohen & Steers (NYSE:CNS) are both finance companies, but which is the better business? We will compare the two companies based on the strength of their profitability, risk, institutional ownership, media sentiment, earnings, valuation, dividends and analyst recommendations.

In the previous week, Cohen & Steers had 7 more articles in the media than Wealthfront. MarketBeat recorded 10 mentions for Cohen & Steers and 3 mentions for Wealthfront. Wealthfront's average media sentiment score of 1.72 beat Cohen & Steers' score of 0.65 indicating that Wealthfront is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Wealthfront
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Cohen & Steers
3 Very Positive mention(s)
1 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Wealthfront currently has a consensus price target of $12.42, suggesting a potential upside of 33.08%. Cohen & Steers has a consensus price target of $78.00, suggesting a potential downside of 1.13%. Given Wealthfront's stronger consensus rating and higher probable upside, equities research analysts plainly believe Wealthfront is more favorable than Cohen & Steers.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33
Cohen & Steers
1 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.25

51.5% of Cohen & Steers shares are held by institutional investors. 27.4% of Wealthfront shares are held by company insiders. Comparatively, 45.4% of Cohen & Steers shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Cohen & Steers has a net margin of 28.82% compared to Wealthfront's net margin of 0.00%. Cohen & Steers' return on equity of 27.41% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
WealthfrontN/A N/A N/A
Cohen & Steers 28.82%27.41%19.58%

Cohen & Steers has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than Cohen & Steers, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Wealthfront$364.99M3.82-$42.07M-$1.03N/A
Cohen & Steers$556.12M7.29$153.22M$3.2624.20

Summary

Cohen & Steers beats Wealthfront on 11 of the 15 factors compared between the two stocks.

Get Wealthfront News Delivered to You Automatically

Sign up to receive the latest news and ratings for WLTH and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding WLTH and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Skip Chart

WLTH vs. The Competition

MetricWealthfrontCapital Markets IndustryFinance SectorNASDAQ Exchange
Market Cap$1.35B$5.60B$14.12B$12.73B
Dividend YieldN/A7.39%5.89%8.86%
P/E Ratio-9.0631.4526.1025.38
Price / Sales3.821,296.23533.1492.60
Price / CashN/A48.0438.3752.26
Price / Book2.281.982.136.14
Net Income-$42.07M$418.80M$1.32B$349.01M
7 Day Performance0.86%-0.57%0.14%-0.27%
1 Month Performance-4.99%0.57%1.45%0.68%
1 Year PerformanceN/A7.66%11.98%14.84%

Wealthfront Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WLTH
Wealthfront
4.0263 of 5 stars
$9.33
+3.6%
$12.42
+33.1%
N/A$1.35B$364.99MN/A359
OBDC
Blue Owl Capital
4.1246 of 5 stars
$11.29
+0.3%
$13.00
+15.2%
-20.0%$5.55B$1.85B20.15N/A
MAIN
Main Street Capital
3.0072 of 5 stars
$58.66
+0.4%
$60.83
+3.7%
-11.4%$5.46B$558.83M11.8390
OTF
Blue Owl Technology Finance
4.708 of 5 stars
$11.32
+2.3%
$13.60
+20.1%
N/A$5.07B$1.15B14.15N/A
FHI
Federated Hermes
2.2552 of 5 stars
$64.83
-0.4%
$57.40
-11.5%
+18.0%$4.86B$1.80B12.052,091

Related Companies and Tools


This page (NASDAQ:WLTH) was last updated on 9/4/2026 by MarketBeat.com Staff.
From Our Partners